Financial Planning for Business owners, Physicians, and Dentists.
Reduce Taxes, Optimize Savings, Invest Efficiently
We help you create Financial Balance so you can achieve security and financial freedom.
Strategic Wealth Design was founded for one purpose:
To enrich the lives of people we touch by helping them create financial freedom and security.
We recognize that most people have two primary financial goals:
Knowing and feeling that you’ll be okay no matter what happens.
Having enough net worth that you don’t have to work if you don’t want to.
When you prepare to protect yourself, your family and your wealth and you have a plan to achieve financial freedom, we call this being in Financial Balance.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes into account both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our clients become:
Increased Level of Savings
Raised in Dubai, Las Vegas, has been home since 1999
Married to Mamta, with two sons, Nirvan and Rehan, and one little princess, Yasmin
Enjoys anything that keeps his body healthy, plus meditating for his spirit
Likes films about superheroes who care about the world as much as he does
Enjoys reading books on leadership and business
Industry experience - 17 Years
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant
- Certified Plan Fiduciary Advisor® (CPFA®)
- Accredited Investment Fiduciary
- Life Underwriter Training Council Fellow
- Bachelor of Science in Finance and Management Information Systems from UNLV
- FINRA Series 65 license
- Life and Health Insurance License
- UNLV Lee Business School Executive Advisory Board, Board Member
- Society of Financial Service Professionals, Member
- Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President
- Conscious Capitalism Las Vegas Chapter, Past Treasurer and Past Board Member
- UNLV Lee Business School Alumni Association, Past President
- Clark High School’s Academy of Finance, Past Mentor
- UNLV Alumni Association, Past Board Member
We invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.
30-minute introductory call.
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment